National Brand Horsepower, Hometown Feel™
We are a private wealth management firm serving business owners, executives, and workers in manufacturing. Our mission is to unlock the hidden wealth and opportunities you may not know you have so you can reinvest back into your business, yourself, and your family.
Proud member of
We make it simple and make it easy by doing the heavy lifting so you can enjoy the life you deserve. We have found over the years there are 5 key concerns that regularly come up with the people we work with.
Smart Investing
Make smart decisions with money, smart investing.
Taxes
Mitigate (reduce/eliminate) your taxes.
Legacy
Take care of your heirs and protecting your legacy.
Managing Risk
Protect your assets from being unjustly taken through litigation, divorce, or an uncovered risk.
Charitable Giving
Maximizing the impact of your charitable gifts.
A Virtual Family Office can help simplify your life.
Using our Private Wealth Management Process within a Virtual Family Office (VFO) framework, we take the time to get to know you deeply and customize your plan so it speaks directly to the needs of your household.
Feeling unsure about your retirement plan?
Read Planning with Purpose, the international bestselling book that will help you solve your unique retirement puzzle. Written by Jason Glisczynski, CFP®, a CERTIFIED FINANCIAL PLANNER™ professional, and co-founder of Silvertree Retirement Planning.
Our Identity
Your Virtual Family Office
We use comprehensive financial planning in a Virtual Family Office (VFO) framework to set goals, define your investment strategy, and guide you toward retirement with clarity and purpose.
Wealth Management Process
We use a proven wealth management process in a high-performing virtual office framework to evaluate all aspects of your financial situation and devise appropriate solutions based on your needs and goals.
Your Private Wealth Management Team
Allow our dedicated team of financial professionals to lift the heavy weight of solving complex financial problems off your shoulders, giving you permission to live the life you deserve.
